Having joined Knox Law in 1981, Mr. Mosier’s practice includes business and tax transactions with significant experience in insurance agency and broker purchases and sales. His work with agency owners has enabled him to understand the nuances of insurance agency transactions and his practical, reasoned approach has effectively guided clients as the market has evolved from local and regional activity to private equity funded acquirers with a national focus.

Mr. Mosier also has significant experience in life and death planning for retirement benefits, distributions and beneficiary designations. He designs and drafts employee pension and welfare benefit plans and represents plan sponsors, trustees and administrators.

He is the firm’s liaison to Lawyers Associated Worldwide (LAW), a global association of 100 independent law firms representing a global resource of more than 4,000 lawyers in more than 50 countries around the world.

Related Experience

Transaction Activity

  • Worked with the investment banker and client to successfully close the sale of a regional insurance agency to a nationally based purchaser in a $14.5 million transaction involving cash and purchaser equity at closing and earn-out opportunity
  • Successfully closed the purchase of two separate agencies for an acquiring client in transactions utilizing cash and client equity
  • Successfully negotiated and closed the $6 million purchase of a limited liability company (LLC) membership interest and related member, management and employment arrangements in the LLC operating and employment agreements

Retirement and Welfare Benefits Activity

  • Restated the Knox Law IRS Pre-Approved Volume Submitter Defined Benefit Plan, which now includes the cash balance plan option, for compliance with the Pension Protection Act
  • Attended the Sungard/Relius 2019 and 2018 ERISA Workshops
  • Attended the Sungard/Relius EPCRS Retirement Plan Correction Workshop
  • Participated in a self-insured health plan program with Northwest Insurance Services and Innovu, LLC

Lawyers Associated Worldwide

  • Represented Knox Law at the 2019 Americas' Regional Meeting in Chicago, IL, USA
  • Represented Knox Law at the 2018 Annual General Meeting in Bangkok, Thailand

Speaking Engagements & Publications

Community & Professional Service

  • Presque Isle Rotary Club, President and Board of Directors

Firm Involvement

  • Shareholder
  • LAW Liaison

Practice Areas

Education

  • Cleveland State University, J.D.; cum laude; Cleveland Marshall Law Review, Member
  • John Carroll University, B.S.; cum laude

Admissions & Certifications

  • Pennsylvania
  • U.S. District Court, Western District of Pennsylvania
  • U.S. Tax Court

Professional Affiliations

  • Erie County Bar Association
  • Pennsylvania Bar Association
  • Estate Planning Council of Erie
  • Lawyers Associated Worldwide, Firm Liaison

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